Kotak Large Cap Fund vs Mirae Asset ELSS Tax Saver Fund
Kotak vs Mirae· Portfolio Overlap Analysis
45.6%High Overlap
28 common stocksRank #15093 / 20,000
Investor takeaway: At 45.6% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (28)
| Stock | Wt% in Kotak Large Cap | Wt% in Mirae Asset ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 7.01% | 9.71% | 7.01% |
ICICI BANK LTD. Banks | 7.36% | 5.09% | 5.09% |
STATE BANK OF INDIA. Banks | 4.83% | 4.38% | 4.38% |
AXIS BANK LTD. Banks | 3.35% | 3.97% | 3.35% |
Infosys Ltd. IT - Software | 3.32% | 3.35% | 3.32% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 3.04% | 3.04% |
Larsen and Toubro Ltd. Construction | 4.22% | 2.63% | 2.63% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 2.20% | 2.20% |
ITC Ltd. Diversified FMCG | 2.05% | 2.69% | 2.05% |
Inter Globe Aviation Ltd Transport Services | 1.83% | 1.71% | 1.71% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 1.68% | 2.80% | 1.68% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 2.59% | 1.42% | 1.42% |
ETERNAL LIMITED Retailing | 1.38% | 2.82% | 1.38% |
Tata Steel Ltd. Ferrous Metals | 2.14% | 1.13% | 1.13% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 0.93% | 1.70% | 0.93% |
BHARAT FORGE LTD. Auto Components | 0.89% | 1.83% | 0.89% |
KOTAK MAHINDRA BANK LTD. Banks | 1.55% | 0.74% | 0.74% |
United Spirits Ltd Beverages | 1.15% | 0.70% | 0.70% |
Power Finance Corporation Ltd. Finance | 0.84% | 0.64% | 0.64% |
GUJARAT STATE PETRONET LTD. Gas | 0.57% | 1.09% | 0.57% |
SWIGGY LTD Retailing | 0.38% | 1.35% | 0.38% |
LENSKART SOLUTIONS LIMITED Retailing | 0.29% | 1.12% | 0.29% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.02% | 0.05% | 0.05% |
Bharat Electronics Ltd. Aerospace and Defense | 1.38% | 0.03% | 0.03% |
Hindustan Unilever Ltd. Diversified FMCG | 0.97% | 0.02% | 0.02% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 1.49% | 0.01% | 0.01% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 0.00% | 0.00% |
Maruti Suzuki India Limited Automobiles | 2.41% | 0.00% | 0.00% |
Unique to Kotak Large Cap
- BAJAJ FINANCE LTD.3.14%
Unique to Mirae Asset ELSS Tax Saver
- Delhivery Ltd.2.79%
- IndusInd Bank Ltd.2.77%
Sector Overlap Breakdown
Banks20.6% (5)
IT - Software5.0% (2)
Petroleum Products3.0% (2)
Construction2.6% (1)
Telecom - Services2.2% (1)
Diversified FMCG2.1% (2)
Retailing2.0% (3)
Transport Services1.7% (1)
Pharmaceuticals and Biotechnology1.4% (1)
Ferrous Metals1.1% (1)
Healthcare Services0.9% (1)
Auto Components0.9% (1)
Beverages0.7% (1)
Finance0.6% (1)
Gas0.6% (1)
Non - Ferrous Metals0.1% (1)
Aerospace and Defense0.0% (1)
Automobiles0.0% (2)
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More comparisons for Mirae Asset ELSS Tax Saver
- vs Mirae Asset Large & Midcap71.5% · 59 stocks
- vs Mirae Asset Multicap56.6% · 39 stocks
- vs Mirae Asset Large Cap55.3% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In47.1% · 26 stocks
- vs Bajaj Finserv Nifty 50 Index47.1% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.